SoundView Advisors Inc.
•CIK: 2054083•Filing: Q4 2025
**SoundView Advisors Inc.** manages $287M across a portfolio of 30 distinct positions. The strategy exhibits a notable allocation toward broad market exposure, anchored by a $73.3M holding in VOO and $43.9M in VEA. Further diversification is evident with significant allocations to sector-specific and international plays, including $30.8M in SPSB and $27.4M in BILS. This concentrated approach suggests a tactical tilt across U.S. equity, international markets, and targeted sector opportunities.
Total AUM
$286.6M
QoQ Performance
-1.8%
Positions
20
Top 10 Concentration
90.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VEA
SPSB
BILS
XHLF
STIP
VOO25.6%
VEA15.3%
SPSB10.7%
BILS9.6%
XHLF9.1%
STIP7.5%
IJH4.1%
IJR3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.8%
ETF25.7%
Technology2.8%
Consumer0.6%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
+6 more exited positions
Changes from Q3 2025
NEW17 new positions
↑2 increased
↓9 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024